Kotak Tax Saver Fund (IDCW)

  • 5 years return (%) 15.03%
  • AUM (₹) ₹2295.53 Cr
  • NAV (₹) 26.917
  • Rating 3

Performance

1Y 3Y 5Y Max
Fund Return 55.97% 23.47% 15.03% 219.87%
Category Average 62.38% 23.92% 17.05% 25.11%
*All funds are annualized

Investment Return Calculators

I want to monthly invest
for a period of
55.97%
₹30,750

Second Panel

Comparison with other schemes

Expense Ratio AUM(₹ Cr) 3 Year
Kotak Tax Saver Fund (IDCW) 2.04 2295.5334 +23%
IDFC Tax Advantage (ELSS) Fund (G) 1.93 3439.0145 +26%
UTI-Long Term Equity Fund (G) 2.26 3041.0166 +25%
Tata India Tax Savings Fund (G) 1.96 2952.6262 +24%
Canara Robeco Equity Tax Saver Fund (IDCW) 2.07 2771.7866 +27%

Fund Risk

HIGH
Low
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Sector

Asset Classes

Constituents

  • ICICI Bank

    Automobile Sector
    Equity Instrument
    7.6% % Assets
  • Infosys

    Automobile Sector
    Equity Instrument
    5.8% % Assets
  • St Bk of India

    Automobile Sector
    Equity Instrument
    5.2% % Assets
  • SRF

    Automobile Sector
    Equity Instrument
    4.7% % Assets
  • Larsen & Toubro

    Automobile Sector
    Equity Instrument
    4.3% % Assets

AMC Details

Kotak Mahindra Mutual Fund

  • 270615.3666 Cr

    AUM

Contact Details

27 BKC, C-27, G Block, Bandra Kurla
Complex, Bandra(E),
Mumbai - 400 051.

61152100 | 67082213
fundaccops@kotakmutual.com